Custom Fields

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The Custom Field functionality allows you to add various types of fully customizable fields in several areas of the Home Portal.

Click on the  Configuration Menu > General Configuration > Custom Fields and Columns.

The standard fields available in different areas of the Home Portal serve to improve your project and data management. However, sometimes you might need additional fields to store some non-standard information. 

The following types of Custom Fields can be added in various areas of the Home Portal:

• Checkbox,
• Date,
• Date and Time,
• Multiple Selection,
• Number,
• Selection,
• Text.

The Custom Fields can be added in the following scopes of the Home Portal:

• Client
  • Main Data tab > Identification Data sub-tab
  • Main Data tab > Sales Data sub-tab
• Client + Quote
• Client + Quote + Project
• Contact Person – the field shows up in both Client and Vendor modules in the Main Data tab.
• Job
• Project
• Quote
• Quote + Project
• Language (AKA Task in the Classic Projects)
• User – General Info tab
• Vendor – Main Data > Identification Data tab

You can add a maximum of 10 Custom Fields of each type in every scope.

All custom fields are editable via the API but may be made invisible on the user interface.

Depending on the scope, some custom fields may be additionally shared and displayed in the Client Portal and on the Quote Request Form. 

Custom fields limitations

See also:

https://xtrf.userecho.com/knowledge-bases/6/articles/349-apis-and-customizations